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D Spdr Index Shs Fds shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of D Spdr Index Shs Fds (SPGM) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in D Spdr Index Shs Fds

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All positions including D Spdr Index Shs Fds held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Spdr Index Shs Fds by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0k 72 54.99
2023-09-30 $3.6k 71 50.35
2023-06-30 $3.7k 71 52.20

More positions owned by Cassady Schiller Wealth Management

Vanguard Value ETF Etf (VTV)
Vanguard S&P 500 Etf Etf (VOO)
Procter & Gamble Company (PG)
Vanguard Growth Etf Etf (VUG)
iShares Short Maturity Bond ETF Etf (NEAR)
Vanguard Mid-Cap Value ETF (VOE)
Dimensional Etf Trust (DFAC)
Schwab U S Broad Market ETF (SCHB)
Apple (AAPL)
U.S. Bancorp (USB)
iShares Russell 3000 Index (IWV)
Cintas Corporation (CTAS)
Vanguard Mid-Cap Growth ETF (VOT)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)

View all positions for Cassady Schiller Wealth Management

Top funds holding D Spdr Index Shs Fds

Sequoia Financial Advisors
Private Advisor
Legal & General Group
Advance Capital Management
Peak Financial Management
Wealth Enhancement Advisory Services
Mirae Asset Global Investments
Schaeffer Financial
CX Institutional
Mariner Wealth Advisors
Meitav Dash Investments
Bank of America Corporation
Unique Wealth
CWM
Trilogy Capital

View all funds holding D Spdr Index Shs Fds